Fisher Asset Management

Fisher Asset Management’s Moelis & Co MC Stock Holding History

Fisher Asset Management’s Portfolio MC Stock Details MC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$58.6M	Buy	1,028,637 +571,745	+125%	+$37.2M	0.02%	215
2025 Q4	$31.4M	Sell	456,892 -34,578	-7%	-$2.31M	0.01%	275
2025 Q3	$35.1M	Buy	491,470 +141,221	+40%	+$10.1M	0.01%	262
2025 Q2	$21.8M	Sell	350,249 -3,220	-0.9%	-$181K	0.01%	307
2025 Q1	$20.6M	Buy	353,469 +132,699	+60%	+$9.36M	0.01%	322
2024 Q4	$16.3M	Buy	220,770 +158,200	+253%	+$11.4M	0.01%	368
2024 Q3	$4.29M	Buy	62,570 +220	+0.4%	+$14.2K	﹤0.01%	501
2024 Q2	$3.55M	Sell	62,350 -12,028	-16%	-$650K	﹤0.01%	522
2024 Q1	$4.22M	Buy	74,378 +7,013	+10%	+$383K	﹤0.01%	514
2023 Q4	$3.78M	Sell	67,365 -5,396	-7%	-$253K	﹤0.01%	520
2023 Q3	$3.28M	Buy	72,761 +5,645	+8%	+$266K	﹤0.01%	568
2023 Q2	$3.04M	Sell	67,116 -10,787	-14%	-$430K	﹤0.01%	602
2023 Q1	$2.99M	Buy	77,903 +794	+1%	+$34.1K	﹤0.01%	604
2022 Q4	$2.96M	Buy	77,109 +39,052	+103%	+$1.58M	﹤0.01%	593
2022 Q3	$1.29M	Buy	+38,057	New	+$1.59M	﹤0.01%	638

Other funds holding MC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return